Arushan Balendra Supply Chain Pressures Driving Costs Red Sea Rerouting Since late 2023, security risks in the Bab al-Mandab Strait have forced carriers to reroute via the Cape of Good Hope instead of Suez. This adds ~6,400 km and 10–14 extra days to Asi... 7 Oct 2025
Arushan Balendra Trade Lane Watch: Key Routes for Australia South-East Asia ↔ Australia rollovers High intra-Asia demand is tightening space ex Singapore, Port Klang, Jakarta. Blank sailings around Golden Week (Sep–Oct) reduced ~11% of scheduled sailings. Impa... 7 Oct 2025
Arushan Balendra Economics & SME Action Steps Plan for Q4 Peak Christmas import season has already lifted Asia → AUS demand. Bookings into Sydney, Melbourne, Brisbane are filling 3–4 weeks in advance. Impact: SMEs risk cargo rollovers or premium ... 7 Oct 2025
Arushan Balendra Rising Costs & New Rules 🔹 SAF & Green Fuel Costs Pushing Sea Freight Rates shipping lines are passing on green fuel costs. With IMO’s Carbon Intensity Indicator (CII) and EU ETS already live, lines are trialling biofuels/low... 30 Sep 2025
Arushan Balendra Trade Lane Shifts & New Costs 🔹 Trans-Pacific: Spot < Contract (Far East → US) Even though this is a China → US story, when US demand softens and spot falls, carriers redeploy tonnage to other trades — including Asia → Australia. ... 30 Sep 2025
Flying fox solutions Pty Ltd, Sales What's moving container freight? 🔹 VLCC Oil Rates Surge (TD3C: Middle East → China) Australia’s container lines bunker mainly in Singapore, Fremantle, and Port Botany. Rising VLCC tanker rates push up bunker prices in Singapore, whic... 30 Sep 2025
